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State Street SPDR MSCI USA Gender Diversity ETF

102 hedge funds and large institutions have $78.6M invested in State Street SPDR MSCI USA Gender Diversity ETF in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 32 increasing their positions, 22 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 7

45% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 22

3% more funds holding

Funds holding: 99102 (+3)

3% less capital invested

Capital invested by funds: $81.4M → $78.6M (-$2.76M)

2.49% less ownership

Funds ownership: 34.62%32.12% (-2.5%)

Holders
102
Holders Change
+3
Holders Change %
+3.03%
% of All Funds
1.47%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
32
Reduced
22
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$11M -$146K -1,395 -1%
Morgan Stanley
2
Morgan Stanley
New York
$10.6M -$203K -1,936 -2%
Bank of America
3
Bank of America
North Carolina
$5.57M -$354K -3,376 -6%
JP Morgan Chase
4
JP Morgan Chase
New York
$5.01M -$612K -5,834 -11%
UBS Group
5
UBS Group
Switzerland
$4.66M -$72.3K -689 -2%
Betterment LLC
6
Betterment LLC
New York
$3.97M +$124K +1,186 +3%
William Blair & Company
7
William Blair & Company
Illinois
$3.84M +$105 +1 +0%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$3.74M -$56.5K -538 -2%
AFG
9
Albion Financial Group
Utah
$3.37M +$31.9K +304 +1%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$2.23M +$1,000K +9,524 +87%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$1.86M +$1.21M +11,493 +204%
Goldman Sachs
12
Goldman Sachs
New York
$1.51M +$840K +8,001 +136%
WSFS
13
Wilmington Savings Fund Society
Delaware
$935K -$53K -505 -6%
GI
14
Gradient Investments
Minnesota
$894K +$9.03K +86 +1%
KAS
15
Kestra Advisory Services
Texas
$835K +$24.6K +234 +3%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$820K +$66.6K +635 +9%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$784K +$29.2K +278 +4%
BIA
18
Bell Investment Advisors
California
$762K +$14.5K +138 +2%
CWM
19
Congress Wealth Management
Massachusetts
$634K +$612K +5,829 New
Wealthfront Advisers
20
Wealthfront Advisers
California
$627K +$12.8K +122 +2%
SEI Investments
21
SEI Investments
Pennsylvania
$605K -$18.6K -177 -3%
Mercer Global Advisors
22
Mercer Global Advisors
Colorado
$605K -$3.04K -29 -0.5%
Wells Fargo
23
Wells Fargo
California
$588K +$28.9K +275 +5%
LWP
24
Laurel Wealth Planning
Minnesota
$578K +$19K +181 +4%
Mariner
25
Mariner
Kansas
$564K +$630 +6 +0.1%

SHE Hedge Fund Activity: Q2 2024 in Review

102 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI USA Gender Diversity ETF (SHE) for Q2 2024, worth a combined $78.6M — down 3.4% from $81.4M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new SHE positions and 7 closed out — a net gain of 5 holders — while 32 added to existing stakes and 22 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $1.21M. The largest seller was WCG Wealth Advisors, exiting entirely with an estimated $2.02M sold.

  • 102 institutional investors held State Street SPDR MSCI USA Gender Diversity ETF (SHE) as of Q2 2024, up from 99 in Q1 2024.
  • Funds reported $78.6M of State Street SPDR MSCI USA Gender Diversity ETF stock for Q2 2024, down 3.4% quarter-over-quarter.
  • 12 funds opened new State Street SPDR MSCI USA Gender Diversity ETF positions in Q2 2024 and 7 closed out, a net change of +5 holders.
  • The largest State Street SPDR MSCI USA Gender Diversity ETF buyer in Q2 2024 was Susquehanna International Group, an estimated $1.21M added.
  • The largest State Street SPDR MSCI USA Gender Diversity ETF seller in Q2 2024 was WCG Wealth Advisors, an estimated $2.02M sold.

Based on aggregated 13F filings for Q2 2024.